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Peterson Wealth Advisors, LLC: CGCP position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Peterson Wealth Advisors, LLC on CGCP, newest first. How the timeline and the estimate are built.

Peterson Wealth Advisors, LLC held 14,881 CGCP shares at 2026-09-30 per its 13F-HR filed 2026-10-08.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 14,881 shares
    Change vs previous 13F -1,406 shares

    0.04% of the 13F portfolio, value $315,029.

    13F-HR 0002085853-26-001111 filed by Peterson Wealth Advisors, LLC
    Accepted , ingested

  2. period ended2026-06-30
    13F 16,287 shares
    Change vs previous 13F -244 shares

    0.04% of the 13F portfolio, value $363,038.

    13F-HR 0002085853-26-000972 filed by Peterson Wealth Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2026-03-31
    13F 16,531 shares
    Change vs previous 13F -945 shares

    0.05% of the 13F portfolio, value $369,300.

    13F-HR 0002085853-26-000306 filed by Peterson Wealth Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-12-31
    13F 17,476 shares
    Change vs previous 13F -1,328 shares

    0.05% of the 13F portfolio, value $395,647.

    13F-HR 0002085853-26-000021 filed by Peterson Wealth Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-09-30
    13F 18,804 shares
    Change vs previous 13F -31 shares

    0.06% of the 13F portfolio, value $427,982.

    13F-HR 0002085853-25-000042 filed by Peterson Wealth Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-06-30
    13F 18,835 shares
    Change vs previous 13F -505 shares

    0.07% of the 13F portfolio, value $423,777.

    13F-HR 0001667731-25-000728 filed by Peterson Wealth Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2025-03-31
    13F 19,340 shares
    Change vs previous 13F +188 shares

    0.08% of the 13F portfolio, value $428,178.

    13F-HR 0001667731-25-000558 filed by Peterson Wealth Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-12-31
    13F 19,152 shares
    Change vs previous 13F not available

    0.08% of the 13F portfolio, value $424,785.

    13F-HR 0001667731-25-000049 filed by Peterson Wealth Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).